Grant/Grossmendelsohn, LLC

CRD 111509SEC# 801-50972Baltimore, MD

No longer SEC-registered. Grant/Grossmendelsohn, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.

Reg. AUM

$446.8M

Employees

Accounts

889

Location

Baltimore, MD

Grant/Grossmendelsohn, LLC assets under management

Grant/Grossmendelsohn, LLC is an investment advisory firm registered with the SEC based in Baltimore, MD. It reports $446.8 million in regulatory assets under management and employs 7 people.

View on SEC.gov ↗

Grant/Grossmendelsohn, LLC owners & executives

6 reported

Name	Title	Ownership	Since
David Alan Goldner Control	Member	Under 5%	2016
Gross Mendelsohn & Associates, P.A. Control	Member	Over 75%	2000
Jeffrey Grant Johnson Control	Managing Director	10-25%	2016
████████████	████████████	████████████	$•••

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Frequently asked questions

How much does Grant/Grossmendelsohn, LLC manage?

Grant/Grossmendelsohn, LLC reports $446.8 million in regulatory assets under management on its Form ADV.

How many employees does Grant/Grossmendelsohn, LLC have?

Grant/Grossmendelsohn, LLC reports 7 employees.

Where is Grant/Grossmendelsohn, LLC located?

Grant/Grossmendelsohn, LLC is based in Baltimore, MD.

Does Grant/Grossmendelsohn, LLC disclose fund performance?

Grant/Grossmendelsohn, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address	1801 Porter Street, Suite 500, Baltimore, MD 21230
Office hours	9 a.m. - 5 p.m.
Discloses disciplinary history	No

Assets under management

Discretionary	$437.1M
Non-discretionary	$9.6M
Total (RAUM)	$446.8M